Opening and closing a shift
Count the cash drawer at the start and the end of the day, record money paid in or out, and see whether the drawer balanced.
Do you need shifts?
A shift is a count of the cash drawer: what was in it at the start, and what should be in it at the end. Shifts are off from the start — the till sells without them.
Turn them on if you want the drawer counted every day: tick A cashier must open a shift before selling under Settings → Shop & VAT. It applies to everyone at the till, the owner too. Only turn it on if the drawer really is counted at the start of every shift; otherwise it just stops sales.
Open a shift
With shifts on, the till asks before the first sale:
- Count all the cash in the drawer, notes and coins.
- Type it as the Opening float.
- Press Open shift.
During the day
Money that goes into or out of the drawer without a sale:
- Press Pay in / out at the till.
- Choose Pay in (change brought from the safe) or Pay out (a bank deposit, a small expense).
- Enter the Amount and what it was for, and press Record.
Cash paid to a supplier from the drawer is counted the same way — see Suppliers and purchases.
Close the shift
- At the end of the shift, press Close shift at the till.
- Count everything in the drawer, notes and coins, and enter it as Counted cash.
- Press Close shift.
Only then does UDS POS show what the drawer should have held, next to You counted — so the count is honest. If they match, it says the drawer balanced exactly.
Past shifts
Under Shifts the owner sees every shift: the Opening float, Cash sales, Cash refunds, Paid in, Paid out, Paid to suppliers, Cash expenses, what the drawer should hold, and what was Counted.